Oxford Financial Group’s Progressive PGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $476K | Sell |
1,785
-47
| -3% | -$12.5K | 0.03% | 135 |
|
|
2025
Q1 | $518K | Buy |
1,832
+49
| +3% | +$13.9K | 0.04% | 127 |
|
|
2024
Q4 | $427K | Sell |
1,783
-30
| -2% | -$7.19K | 0.03% | 165 |
|
|
2024
Q3 | $460K | Sell |
1,813
-750
| -29% | -$190K | 0.03% | 152 |
|
|
2024
Q2 | $532K | Buy |
2,563
+755
| +42% | +$157K | 0.04% | 145 |
|
|
2024
Q1 | $374K | Sell |
1,808
-8,753
| -83% | -$1.81M | 0.03% | 162 |
|
|
2023
Q4 | $1.68M | Buy |
10,561
+14
| +0.1% | +$2.23K | 0.12% | 59 |
|
|
2023
Q3 | $1.47M | Sell |
10,547
-409
| -4% | -$57K | 0.13% | 56 |
|
|
2023
Q2 | $1.45M | Sell |
10,956
-44
| -0.4% | -$5.82K | 0.14% | 56 |
|
|
2023
Q1 | $1.57M | Hold |
11,000
| – | – | 0.18% | 49 |
|
|
2022
Q4 | $1.43M | Buy |
11,000
+453
| +4% | +$58.8K | 0.17% | 53 |
|
|
2022
Q3 | $1.23M | Sell |
10,547
-14
| -0.1% | -$1.63K | 0.18% | 55 |
|
|
2022
Q2 | $1.23M | Sell |
10,561
-5
| -0% | -$581 | 0.18% | 59 |
|
|
2022
Q1 | $1.2M | Hold |
10,566
| – | – | 0.15% | 64 |
|
|
2021
Q4 | $1.09M | Sell |
10,566
-247
| -2% | -$25.4K | 0.12% | 79 |
|
|
2021
Q3 | $977K | Sell |
10,813
-132
| -1% | -$11.9K | 0.12% | 75 |
|
|
2021
Q2 | $1.08M | Sell |
10,945
-266
| -2% | -$26.1K | 0.14% | 71 |
|
|
2021
Q1 | $1.07M | Buy |
11,211
+113
| +1% | +$10.8K | 0.15% | 64 |
|
|
2020
Q4 | $1.1M | Sell |
11,098
-3,622
| -25% | -$358K | 0.16% | 58 |
|
|
2020
Q3 | $1.39M | Hold |
14,720
| – | – | 0.23% | 39 |
|
|
2020
Q2 | $1.18M | Hold |
14,720
| – | – | 0.2% | 48 |
|
|
2020
Q1 | $1.09M | Buy |
+14,720
| New | +$1.09M | 0.22% | 46 |
|